Core Insights - Artisan Mid Cap Fund's fourth-quarter 2025 investor letter highlights the performance of the fund and its investment strategy, focusing on companies with strong earnings and trading at a discount to private market value [1] Group 1: Fund Performance - The Fund's Investor Class, ARTMX, delivered -0.44%, the Advisor Class, APDMX, delivered -0.37%, and the Institutional Class, APHMX, delivered -0.35% in the fourth quarter, compared to -3.70% for the Russell Midcap® Growth Index [1] - Continued strength in information technology and health care contributed positively to the fund's performance during the quarter [1] Group 2: L3Harris Technologies, Inc. - L3Harris Technologies, Inc. (NYSE:LHX) was highlighted as a new position initiated during the quarter, with a market capitalization of $66.617 billion [2][3] - The stock closed at $356.14 per share on February 20, 2026, with a one-month return of 0.55% and a 52-week gain of 78.20% [2] - The company is positioned to benefit from increased investment in missile defense and national security programs, which represent a significant market opportunity for revenue growth [3] - L3Harris's strengths in sensing and counter-drone technologies are seen as critical in addressing evolving defense needs [3] Group 3: Hedge Fund Interest - L3Harris Technologies, Inc. was held by 48 hedge fund portfolios at the end of the fourth quarter, a decrease from 59 in the previous quarter [4] - While the potential of L3Harris as an investment is acknowledged, certain AI stocks are considered to offer greater upside potential with less downside risk [4]

Core Viewpoint - Kratos Defense & Security Solutions and GE Aerospace have secured a $12.4 million contract with the U.S. Air Force to design the GEK1500 engine, aimed at enhancing performance and reducing costs for small Collaborative Combat Aircraft (CCA) [1][2]. Group 1: Contract and Engine Development - The contract focuses on completing the preliminary design of the GEK1500 engine, which is expected to meet high performance and cost targets [1]. - The GEK1500 engine is designed to provide 1,500 lbs of thrust and is intended for use in unmanned aerial systems, collaborative combat aircraft, and missiles [3]. - The development of the GEK1500 builds on the successful GEK800 engine program, utilizing lessons learned to improve thrust, power generation, and lifecycle costs [2][4]. Group 2: Strategic Collaboration - The partnership between Kratos and GE Aerospace is formalized through a teaming agreement that aims to advance propulsion technologies for affordable unmanned aerial systems and CCA-type aircraft [5]. - This collaboration enhances the companies' existing relationship and is based on a 2024 Memorandum of Understanding to develop cost-effective engines for unmanned platforms [5]. Group 3: Technological Advancements - Recent altitude testing of the GEK800 engine has demonstrated critical technologies that will enhance the performance of future systems, including increased range and decreased lifecycle costs [4]. - The GEK1500 engine design leverages the successful architecture of the GEK800 cruise missile engine, which is currently undergoing technical maturation [3]. Group 4: Company Backgrounds - Kratos has over 25 years of experience in developing small, affordable engines for UAS, drones, and missile platforms, while GE Aerospace brings a century of expertise in propulsion technology [7]. - GE Aerospace operates with an installed base of approximately 49,000 commercial and 29,000 military aircraft engines, emphasizing its leadership in aerospace propulsion [8].

In this article, we’ll look at the 11 High-Growth Industrial Stocks to Buy.Industrial stocks were a bag of mixed fortunes in 2025. While some delivered impressive returns, others were on edge as they capitulated under the weight of US trade war and tariffs. Nevertheless, the sector has started the year on a roll, with the S&P 500 industrials sector already up 10.68%, outperforming the overall market.The impressive performance comes on the back of easing US tariffs and a resilient US economy. Meanwhile, indu ...

RTX Corporation (NYSE:RTX) is among the 11 best military technology stocks to buy right now. On February 17, Bernstein analyst Douglas Harned maintained a Market Perform rating on the stock with a price target of $204. RTX Corporation (RTX) a Moderate Buy, Analysts See 6.70% Upside This is a reaffirmation of the firm’s earlier adjustment on January 29, when it raised the price target to $204 from $189, following the company’s fourth-quarter fiscal 2025 revenue and earnings beat. As of the close of busin ...

Group 1: Transaction Overview - Red Holdings, LLC AE reported the indirect sale of 1,435,492 shares of Redwire Corporation for approximately $14.49 million across multiple transactions on February 9 and 10, 2026 [1][2] - This sale represented 3.09% of Red Holdings' indirect holdings, leaving a total of 45,094,000 shares post-transaction [3] - The shares were sold indirectly through entities including AE Red Holdings, LLC, and Edge Autonomy Ultimate Holdings, LP [3] Group 2: Company Financials - Redwire Corporation reported a total revenue of $296.15 million and a net income of -$268.03 million for the trailing twelve months (TTM) [4] - The company has 750 employees and experienced a 1-year price change of -63.21% as of February 21, 2026 [4] Group 3: Company Profile - Redwire Corporation specializes in developing and manufacturing mission-critical space infrastructure within the aerospace and defense sector, offering products such as antennas, advanced sensors, solar arrays, and software for digital engineering [5] Group 4: Market Context - The recent sales by AE Red Holdings followed a significant increase in Redwire's share prices, which climbed approximately 50% in January 2026, but the stock has since lost most of that gain [7] - The company is expected to report its fourth-quarter earnings for FY 2025 soon, with projections indicating it may close FY 2026 with its worst annual net loss, having already lost $208.25 million [8]

Key TakeawaysUS hiring has plummeted to 3.3%, a level comparable to the 2020 crisis and signaling a potential recession as labor’s share of GDP hits a record low of 53.8%.The Trump administration is considering direct military action against Iran’s Supreme Leader, while simultaneously weighing a proposal to allow "symbolic" nuclear enrichment to prevent a full-scale war.A new 10% tariff will be imposed on Washington’s partners who previously struck deals with the Trump administration, alongside fresh trade ...

Market Reactions - Wall Street showed mixed trading after the Supreme Court struck down President Trump's tariffs, with the S&P 500 up by 0.1% in midday trading [1] - The Dow Jones Industrial Average decreased by 125 points, or 0.3%, while the Nasdaq composite increased by 0.3% [2] - Investors exhibited cautious trading, anticipating that tariffs may not be entirely eliminated, as the White House might shift to targeting specific countries or industries [6] Economic Indicators - Reports indicated slowing U.S. economic growth and rising inflation, but investors had a muted response to these developments [7] - Traders are still betting on at least two interest rate cuts by the Federal Reserve by the end of the year, with some adjusting the timing of these cuts to later in the summer [8] Company Performance - Ralph Lauren's stock initially rose by 3.3% following the Supreme Court's ruling but later fell back to a 0.1% decrease, reflecting past concerns over tariffs impacting profits [4] - Akamai Technologies experienced an 11% drop in stock price despite reporting stronger-than-expected results for the end of 2025, as its profit forecast for the upcoming year fell short of estimates [10] - Comfort Systems' stock rose by 2.4% after reporting stronger profits than analysts expected, with the CEO noting "unprecedented demand" [11] Global Market Trends - In international markets, European stock indexes gained, while the Hang Seng index in Hong Kong fell by 1.1% after reopening, and South Korea's Kospi rose by 2.3% [12]

President Trump has directed the Secretary of War and other agencies to begin identifying and releasing government files related to alien and extraterrestrial life, UAPs, and UFOs - a landmark directive that validates the UFOD investment thesis.Former President Obama recently declared that aliens are "real" on a widely circulated podcast, adding to mounting bipartisan momentum around UAP/UFO disclosure.Tuttle Capital Management's UFO Disclosure ETF (CBOE: UFOD), launched February 5, 2026, is an actively ma ...

Core Insights - The article discusses the rising geopolitical risks in 2026, including conflicts in Venezuela, Ukraine, Taiwan, central Africa, southeast Asia, and the Middle East, prompting investors to consider defense ETFs as a response [1] Defense ETF Overview - Defense ETFs can help investors mitigate volatility from geopolitical risks, offering a strategic investment approach rather than reacting to fluctuating energy prices [1] ARKX ETF Details - ARKX, the ARK Space & Defense Innovation ETF, charges a fee of 75 basis points and focuses on companies involved in orbital and suborbital aerospace, targeting sectors like robotics, AI, and 3D printing [1] - Over the last three months, ARKX has returned 18.96%, benefiting from investments in major companies like L3Harris Technologies (LHX) [1] UFO ETF Details - UFO, the Procure Space ETF, also charges a fee of 75 basis points and tracks the S-Network Space Index, which includes satellite-based consumer products, space technology hardware, and intelligence services [1] - UFO has outperformed ARKX, returning 38.3% over the last three months and 74.8% over the past year, with significant investments in PlanetLabs PLC (PL) [1] Investment Outlook - A defense ETF allocation is suggested as a prudent investment strategy for the remainder of the year, with ARKX and UFO providing both passive and active investment perspectives [1]

Core Viewpoint - The U.S. Navy has approved Raytheon's StormBreaker smart weapon for operational use on the F/A-18-E/F Super Hornet, enhancing the fleet's precision strike capability and overall lethality in various weather conditions [1]. Group 1: Product and Technology - StormBreaker is the only operational smart weapon capable of engaging both moving and stationary targets in adverse weather conditions, significantly increasing the number of surface targets a single aircraft can engage [1]. - The weapon's compact size allows for quicker strikes on mobile targets, reducing the time aircrews spend in dangerous situations [1]. - StormBreaker has been integrated into the Super Hornet fleet and is also approved for use on the F-15E and is being integrated on the F-35A/B/C [1]. Group 2: Company Overview - Raytheon, a business unit of RTX, has over 100 years of experience in developing defense technologies, including integrated air and missile defense, smart weapons, and advanced sensors [1]. - RTX employs more than 180,000 people globally and reported sales exceeding $88 billion in 2025, focusing on advancing aviation and integrated defense systems [1].